Fintech · Case study
AI onboarding copilot cuts signup drop-off for a fintech
An AI assistant that guides new users through signup in real time, answering questions before they bounce.
- −38%
- signup drop-off
- +24%
- activation rate
- −45%
- onboarding support tickets
The challenge
Where they started.
Signup required identity and funding steps that confused users, causing heavy drop-off and a flood of repetitive support tickets.
Our approach
What we did.
- 01Built an AI copilot grounded in the company's help content and product docs using retrieval.
- 02Embedded it directly in the onboarding flow to answer questions in context, in real time.
- 03Instrumented the funnel to measure impact and continuously improve the assistant.
The outcome
What changed.
The copilot cut signup drop-off by 38%, lifted activation by 24%, and reduced onboarding support tickets by nearly half — paying back in months.
“It's like having our best support rep guide every single signup. The numbers moved immediately.”
Services used
What this engagement involved.
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